About Mariner
Mariner is a Financial Services company based in United States founded in 2014, and was acquired by Mariner Wealth Advisors in May 2025. Customized wealth management and financial planning services are provided to individuals and businesses. It operates on a Service-Oriented model. Mariner offers products and services including Wealth Planning, Investment Management, Tax Planning and Preparation, Estate Planning, and Trust Services. Its focus areas include Wealth Management and Personal Wealth Advisory. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.
Company details
A wide range of financial services, including wealth planning, investment management, tax planning, estate planning, and trust services, are offered by Mariner to individuals and businesses. Solutions for institutional cash management, financial wellness, and specialty tax services are also provided. The focus is placed on delivering strategic and personalized advice to help clients achieve their financial goals across various sectors.
- Headquarters United States
- Stage Acquired
- SectorsFinancial Services
- Phone•••• ••••
- Website hpwealth.com
- Social LinkedIn X Facebook Instagram YouTube
- Acquired by Mariner Wealth Advisors (May 2025)
- Legal Name Mariner
- Investors
- Acquired byMariner Wealth Advisors
(May 2025)
Products & Services of Mariner
Mariner offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Management, Tax Planning and Preparation, Estate Planning, and Trust Services.
Comprehensive wealth planning services are provided to individuals for managing their financial future.
Investment management solutions are offered to help clients grow and protect their assets.
Tax planning and preparation services are delivered for individuals and businesses to optimize tax outcomes.
Estate planning services are provided to ensure proper asset distribution and legacy planning.
Trust services are managed to support clients in securing their financial legacies.
Apps and channels of Mariner
its YouTube channel Mariner has 2.72K subscribers and 30 videos.
Videos from Mariner
The most watched videos on Mariner's YouTube channel, Mariner (2.72K subscribers). Click a video to play it here.
More on Mariner.
Investors in Mariner
Mariner has secured backing from 1 investor. Prominent investors backing the company include Mariner.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to clients nationwide. | 2006 | marinerwealthadvisors.com | Overland Park, United States |
Investor details for Mariner
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Mariner
2 dated milestones of Mariner across 11 years, from founding to its latest funding, stage changes and deals.
- Founded Mariner is founded.
- Exit Acquired by Mariner Wealth Advisors.
Competitors of Mariner
Mariner has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of Mariner
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Mariner (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Mariner
Mariner was founded in 2014.
Mariner is headquartered in United States.
A wide range of financial services, including wealth planning, investment management, tax planning, estate planning, and trust services, are offered by Mariner to individuals and businesses. Solutions for institutional cash management, financial wellness, and specialty tax services are also provided. The focus is placed on delivering strategic and personalized advice to help clients achieve their financial goals across various sectors.
Mariner's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
Mariner offers Wealth Planning, Investment Management, Tax Planning and Preparation, Estate Planning, and Trust Services.
Mariner has 1 investor. Key investors include Mariner.
Mariner operates through Mariner.
Yes. Mariner was acquired by Mariner Wealth Advisors in May 2025.